WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$1.36M
3
+$1.06M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$996K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$930K

Top Sells

1
+$1.17M
2
+$362K
3
+$285K
4
VMW
VMware, Inc
VMW
+$269K
5
AMD icon
Advanced Micro Devices
AMD
+$248K

Sector Composition

1 Technology 9.89%
2 Industrials 4.66%
3 Financials 3.85%
4 Healthcare 3.85%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$146 ﹤0.01%
7
-13
877
$138 ﹤0.01%
60
878
$137 ﹤0.01%
2
879
$126 ﹤0.01%
10
-20
880
$120 ﹤0.01%
4
881
$114 ﹤0.01%
15
882
$105 ﹤0.01%
866
883
$100 ﹤0.01%
13
-100
884
$95 ﹤0.01%
11
885
$92 ﹤0.01%
55
886
$61 ﹤0.01%
6
887
$60 ﹤0.01%
46
888
$58 ﹤0.01%
5
889
$50 ﹤0.01%
5
890
$41 ﹤0.01%
2
891
$39 ﹤0.01%
3
892
$20 ﹤0.01%
13
893
$18 ﹤0.01%
1
894
$18 ﹤0.01%
101
-366
895
$17 ﹤0.01%
1
896
$12 ﹤0.01%
20
897
– –
0
898
– –
0
899
– –
-1,057
900
– –
-7
34 35
36
37 38